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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,780 | $168,635-83.5% | $147,617-81.2% | $125,389-77.8% |
| Participation rate | 56.5% | 88.8%-32.2pp | 84.6%-28.1pp | 83.2%-26.7pp |
| Annual return | -0.53% | 77.65%-78.2pp | 61.98%-62.5pp | 282.24%-282.8pp |
| Employer contribution / active EE | $667 | $6,252-89.3% | $5,564-88.0% | $4,866-86.3% |
| Participant deferral / active EE | $2,354 | $5,507-57.3% | $4,895-51.9% | $5,352-56.0% |
| Admin fee / account holder | $2,984 | $13,580-78.0% | $11,612-74.3% | $9,541-68.7% |